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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,696 | $87,132+59.2% | $105,624+31.3% | $80,959+71.3% |
| Participation rate | 91.4% | 70.4%+21.0pp | 75.3%+16.1pp | 67.7%+23.7pp |
| Annual return | 17.66% | 17.03%+0.6pp | 116.20%-98.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,813 | $2,397-24.4% | $3,168-42.8% | $2,757-34.2% |
| Participant deferral / active EE | $4,254 | $3,985+6.7% | $5,013-15.1% | $4,300-1.1% |
| Admin fee / account holder | $48,342 | $8,449+472.2% | $10,961+341.0% | $6,925+598.1% |